You may have seen the article at WealthManagment.com titled The Next Gen Wholesaler.
It’s bound to happen at some point.
Your superstar PM abruptly resigns.
Your firm’s rating takes a major downgrade.
Or, heaven forbid, a scandal plasters your name across the front page of the industry trades.
Whoa – what a ride it’s been.
The bull market we have all enjoyed is now over eight years old.
Since the market bottom on March 9, 2009, the S&P 500 is up roughly 250 percent.
Big game hunting.
In our world it’s the ‘corner office’ advisor, the object of every wholesaler’s affection.
And if you are able to successfully bag a partnership with this most elusive producer you can change the trajectory of your practice.
The question is: how do you do it?
See the image of the iPhone lightning cable?
It tells a remarkable service story.
One our guest this week knows all too well.